Post
· View 358
汇丰:本次疫情进一步强化了全球一体化减弱的趋势; ①汇丰银行的分析师在近期的研报中指出,所有人都在说疫情标志着全球化的终结,然而如果以较长的历史视角来看,本次只是疫情进一步强化了近十年来的趋势; ②该行分析师指出,全球一体化趋势减弱,首先与政治意愿减弱有关。近年来,为减少贸易壁垒而签订的贸易协定越来越少。值得注意的是,这类协定在21世纪头十年才真正启动,并在全球金融危机期间达到顶峰,此后则一直在下滑; ③该行分析师指出,全球一体化趋势减弱,与供应链也有关,它通过更加复杂的生产网络,将不同的经济体捆绑在一起,创造了贸易需求。然而,这一过程已经逐渐显露问题:总体而言,供应链并未变长,如果说有什么变化的话,那就是在全球金融危机后,供应链反而又开始变短了。本次疫情导致的供应链中断,可能再次让跨国公司重新思考是否需要缩短链的长度

Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.

avatar

Hot

索罗斯:欧盟应发行永久债券,
谢谢分享
o
ok

-THE END-

login